David Keck is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning processes and advanced modeling tools to support client outcomes.

Elliott Moore is a financial advisor at Fidelity with Series 63 and 66 licenses and two years of industry experience. His prior roles include positions in educational organizations and work with Children's Dyslexia Centers. Strategic Advisers LLC, a Fidelity Investments company where Elliott works, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios.

Lee Gottlieb is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is involved in the sales and marketing of fixed individual and group health insurance products through Hafetz and Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Alfonso Troianello III is a financial advisor with Morgan Stanley in Lewes, Delaware, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and broad investment offerings.

William Parrish is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms, including Sterne Agee Financial Services, Verus Capital Partners, and Securities America. He is also president of Parrish Investments & Consulting, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with tailored approaches to client objectives.

Patrick Lawrence is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Lawrence serves as a board member supporting investment due diligence at PST Advisors and acts as an executor of his father’s estate. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Isabella Lindia is a financial advisor at Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and previously attended Penn State University. Outside of her financial career, she has experience working in hospitality and retail, including roles at Fins Ale House & Raw Bar and Breakers Surf Shop. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models.

Christopher Vonlindenberg is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. His prior work includes roles at Woodbury Financial Services and Questar Capital Corporation. He is owner and CEO of Lindenberg Financial, Inc., a fixed insurance sales and service firm, and serves as vice president on the board of the Lewes Harbor Marina Co-op. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products and supports various advisory and transition programs.

Lance Rogers is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations and is based in Millsboro, DE. Rogers serves as a committee member for the Sussex County (DE) Pension Fund Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Stephanie Brown is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and 12 years of industry experience. She has worked at Charles Schwab since 2018, following prior roles at CFS, Inc. and Cetera Advisors. Outside of her advisory work, she serves as Treasurer for the Already Amazing Charitable Corporation, a nonprofit supporting income-restricted individuals, seniors, veterans, and healthcare workforce development in Delaware. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by comprehensive research and centralized operational infrastructure.

Caitlin Hess is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she worked at M&T Bank for two years and held management roles in the salon and spa industry for over thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diana Mooney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JP Morgan Securities and Weichert Financial. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Gary Vogel is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gary Cecchett is a financial advisor with Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside his advisory role, he is an owner of several jointly held investment-related businesses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, and it offers diverse services including corporate financial planning agreements.

Michael O'Connor is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Froilan Brittingham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Citizens Securities Inc. and Citizens Bank from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party analytics.

Elizabeth Ridings is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial Services since 2004 and with Raymond James Financial since 2009. Outside of her advisory role, she serves as President of BMB, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling and offers unique services like municipal advisory support and a SIMPLE IRA Employer Advisory program.

David Humes is a financial advisor at Morgan Stanley with over 31 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Humes is involved in a family farming business and holds appointed positions on a Delaware state advisory committee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Jerry Booth is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Legg Mason Wood Walker. Outside of his advisory work, he operates a business under the name Booth Investment Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Lindia III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked in various roles within Morgan Stanley since 2011, including positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client financial plans.